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Once you have a new document or you're editing an already existing document, you should save it to disk. For example, if I select some of these objects over here and just drag them to the right. Now suddenly I have changed my document and I can tell that I have change the document, because there is a small asterisk up here in the tab. That asterisk means this document has changed since the last time I saved it. But when I go to the File menu, I see that there are actually three different ways to save my document Save, Save As and Save a Copy.
Let me talk for a moment about what the differences are. Save, you've probably had lots of experience with if you've used any other software. It simply saves over the current document. Save As, is slightly different, it lets you rename the document to anything else. For example, I can change this to 03B, and it lets you choose a different location for the document. It also gives you an option of what format to save it in, a document, a template, or an IDML file. A document is just a regular InDesign file, nothing special about it.
You'll open it, you change it, you save it, and so on. A template is slightly different. When you save an InDesign document as a template, you're telling InDesign that you are not expecting to make any changes to this document in the future, that is, you open a document and it will open as untitled; you're using it as a base for future documents to work off of. The last option InDesign CS4 later, otherwise known as IDML, I'll cover later on in this chapter. In this case I'm just going to save this as a regular InDesign CS6 document. Now the third option Save a Copy is kind of interesting.
Save a Copy means save the current state of this document out to my hard drive, but let me continue working on the document I'm working on. You'll see that currently I'm working on 03B, the one I just did a Save As on. So, if I choose Save a Copy and save this as 03C, I'll get rid of this word copy I don't need that there. If I save this as 03C, then I continue working on 03B, I've just taken the current state of the document as it was and saved it off to the hard drive.
I'm going to go ahead and keep working here by moving this over there, I'll move this over here, and I just called it because all kinds of havoc in this document, but you get the idea that I'm still working on 03B, and if I later want to go back to 03C, I cant. It'd be easy to open that off the Desktop. This is what I called saving a base camp. It's like, when you're climbing a mountain, you set base camps every so often that you can always return to. That's what Save a Copy is about. And one of my favorite things about InDesign is the ability to experiment and never feel like anything I've done is set in stone, so that you can always go back to where you were.
So, saving a copy, a base camp, is a great way to feel confident that you can go back to where you were. Another way you can feel confident in making changes in InDesign and experimenting is that there're unlimited numbers of undo. So, if I go ahead and start making more changes here, moving things all over the place, making a real mess of this, I know that I can always undo what I've done by pressing Command+Z or Ctrl+Z on Windows, and I can do that as many times as I want until it goes all way back to where it was. Now sometimes, you really mess up a document.
You're working for half an hour, changing things, moving things all over the place, and you realize you don't want to undo a hundred times. You don't want to hit that keyboard shortcut over and over again. In those cases, you might consider using something else from the File menu called Revert. Revert means go all the way back to where this document was when you last saved it, in this case, when I did that Save As. When you choose Revert, it confirms are you sure you really want to do this, because all of your changes is going to get lost, and if you choose OK, it actually closes this document and reopens the original one from disk.
Look, mistakes happen they're inevitable. So, teach yourself to save, save often, save base camps, save backups, and then use Undo and Revert judiciously when you need to.
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